Erica Toth

Director, Institutional & Advisory

Eastern Canada

Erika brings to the table experience in investment analysis, portfolio construction, and trading of equities, fixed income, foreign exchange, options, ETFs and mutual funds. She is known for her attention to detail and consultative approach in providing support and education to advisors and portfolio managers. Erika is a CFA charter holder and has obtained several licenses with the Canadian Securities Institute in derivatives and options trading. She holds a Bachelor of Commerce (double major in Finance and Marketing) from John Molson School of Business at Concordia University in Montreal.

514−358−2310

erika.[email protected]bmo.com

Current Podcasts

Podcast: Quarterly Portfolio Strategy Q3 2022: Is the Quest to Tamp Down Inflation Succeeding? - July 25, 2022

After a volatile start to the year, headline risk stemming from the Russian invasion of Ukraine and COVID-19 takes a backseat to sticky inflation. As a result, investors are faced with a potential economic slowdown unlike any seen before. How should they prepare? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including current views on inflation’s trajectory, portfolio construction across various asset classes, real yields, structural supply issues, and strategies for protecting against falling equities.

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Podcast: Quarterly Portfolio Strategy Q2 2022 - Ideas to Offset Inflation and Rising Rate Risk - April 18, 2022

Given ongoing uncertainties around interest rates, inflation, and the Russia-Ukraine conflict, what approach should Advisors and investors be taking when it comes to portfolio construction? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including asset allocation considerations, the outlook for the Energy, Banks, and Real Estate Investment Trusts sectors, and fixed income positioning.

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